FFA
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First Foundation Advisors’s Microsoft MSFT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$509M Sell
1,022,931
-5,902
-0.6% -$2.94M 18.85% 1
2025
Q1
$386M Sell
1,028,833
-13,724
-1% -$5.15M 15.72% 1
2024
Q4
$439M Sell
1,042,557
-5,461
-0.5% -$2.3M 16.53% 1
2024
Q3
$451M Sell
1,048,018
-14,363
-1% -$6.18M 16.99% 1
2024
Q2
$475M Sell
1,062,381
-3,934
-0.4% -$1.76M 18.15% 1
2024
Q1
$449M Sell
1,066,315
-12,562
-1% -$5.29M 17.95% 1
2023
Q4
$406M Sell
1,078,877
-78,203
-7% -$29.4M 18.49% 1
2023
Q3
$365M Sell
1,157,080
-12,427
-1% -$3.92M 17.07% 1
2023
Q2
$398M Sell
1,169,507
-51,841
-4% -$17.7M 17.21% 1
2023
Q1
$352M Sell
1,221,348
-7,436
-0.6% -$2.14M 16.19% 1
2022
Q4
$295M Sell
1,228,784
-9,170
-0.7% -$2.2M 14.11% 1
2022
Q3
$288M Sell
1,237,954
-10,353
-0.8% -$2.41M 14.12% 1
2022
Q2
$321M Sell
1,248,307
-28,335
-2% -$7.28M 14.16% 1
2022
Q1
$394M Sell
1,276,642
-6,455
-0.5% -$1.99M 14.21% 1
2021
Q4
$432M Buy
1,283,097
+491
+0% +$165K 14.83% 1
2021
Q3
$362M Sell
1,282,606
-28
-0% -$7.89K 13.5% 1
2021
Q2
$347M Buy
1,282,634
+4,830
+0.4% +$1.31M 13.38% 1
2021
Q1
$301M Sell
1,277,804
-2,561
-0.2% -$604K 12.92% 1
2020
Q4
$285M Buy
1,280,365
+9,052
+0.7% +$2.01M 12.63% 1
2020
Q3
$267M Sell
1,271,313
-7,050
-0.6% -$1.48M 12.41% 1
2020
Q2
$260M Sell
1,278,363
-4,314
-0.3% -$878K 13.41% 1
2020
Q1
$202M Buy
1,282,677
+17,565
+1% +$2.77M 12.4% 1
2019
Q4
$200M Buy
1,265,112
+9,034
+0.7% +$1.42M 9.87% 1
2019
Q3
$175M Buy
1,256,078
+16,112
+1% +$2.24M 9.32% 1
2019
Q2
$166M Buy
1,239,966
+10,133
+0.8% +$1.36M 9.3% 1
2019
Q1
$145M Sell
1,229,833
-2,943
-0.2% -$347K 8.6% 1
2018
Q4
$125M Sell
1,232,776
-3,501
-0.3% -$356K 7.9% 1
2018
Q3
$141M Sell
1,236,277
-6,105
-0.5% -$698K 7.83% 1
2018
Q2
$123M Sell
1,242,382
-48,712
-4% -$4.8M 7.2% 1
2018
Q1
$118M Sell
1,291,094
-6,013
-0.5% -$549K 6.57% 1
2017
Q4
$111M Buy
1,297,107
+1,710
+0.1% +$146K 5.99% 2
2017
Q3
$96.5M Buy
1,295,397
+8,789
+0.7% +$655K 5.48% 2
2017
Q2
$88.7M Buy
1,286,608
+3,044
+0.2% +$210K 5.22% 1
2017
Q1
$84.5M Sell
1,283,564
-70,503
-5% -$4.64M 5.23% 1
2016
Q4
$84.1M Buy
1,354,067
+3,435
+0.3% +$213K 5.51% 1
2016
Q3
$77.8M Sell
1,350,632
-116,399
-8% -$6.7M 5.38% 1
2016
Q2
$75.1M Sell
1,467,031
-318,147
-18% -$16.3M 5.39% 1
2016
Q1
$98.6M Sell
1,785,178
-4,444
-0.2% -$245K 7.16% 1
2015
Q4
$99.3M Buy
1,789,622
+67,191
+4% +$3.73M 6.79% 1
2015
Q3
$76.2M Sell
1,722,431
-6,575
-0.4% -$291K 6.26% 1
2015
Q2
$76.3M Buy
1,729,006
+3,730
+0.2% +$165K 6.07% 1
2015
Q1
$70.1M Buy
1,725,276
+32,833
+2% +$1.33M 5.87% 2
2014
Q4
$78.6M Buy
1,692,443
+624
+0% +$29K 6.93% 1
2014
Q3
$78.4M Buy
1,691,819
+654,287
+63% +$30.3M 7.81% 2
2014
Q2
$43.3M Sell
1,037,532
-100,260
-9% -$4.18M 4.72% 2
2014
Q1
$46.6M Buy
1,137,792
+443,733
+64% +$18.2M 5.78% 2
2013
Q4
$26M Buy
694,059
+146,546
+27% +$5.48M 3.49% 4
2013
Q3
$18.2M Buy
547,513
+26,686
+5% +$888K 2.83% 11
2013
Q2
$18M Buy
+520,827
New +$18M 3.52% 7